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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

William Conklin, CFP®

Financial Planner

(973) 716-7583

(973) 994-2986

Bill has over 20 years in the financial services industry. He has the CFP® designation and has been recognized by NJ Best Magazine as one of the top financial advisors in NJ. He has qualified for John Hancock's ACE award which is given to the top 250 Representatives in the John Hancock Network.

Bill works with individuals and small business with wealth management, insurance and tax efficiency planning. He taylor makes financial plans to fit the individual's needs and risk tolerance.

Bill lives with his wife Amy in Ringwood, New Jersey, along with their two children, Connor and Madison. He is very active in the community coaching Basketball, Soccer, as well as President of the Ringwood Rover Soccer Club. He also sits on the Open Space Committee in Ringwood.